Your call is booked

You're all set.

This is a relaxed discovery conversation with the founder of Conecta. No pitch. No pressure. Just figuring out what's going on in your office and whether Conecta is a fit.

Zero prep required. Show up as-is. If you only have a rough idea of what's not working, that's enough.

What this call is

A quick, founder-led discovery conversation. The goal is to understand your workflow, your clients, and what's been frustrating, and then get clear on whether Conecta actually makes sense for you.

Focused on your business, not generic "software talk"
Practical conversation, no slides, no script
You should leave with clarity even if we're not a fit

What we'll talk about (high level)

We'll likely touch on things like:

Your business and how long you've been operating
Tools or systems you've used (or tried) in the past
Whether you have a website, where it's hosted (GoDaddy, Wix, Squarespace, etc.), and how it's been working
Your goals for this season (more clients, smoother operations, less chaos)
Challenges reaching clients, following up, collecting documents, or keeping everything organized

No right answers. This isn't an interview, it's just to understand your situation.

What this call is NOT

Not tech ayuda We won't troubleshoot your website or tools live on the call.

Not a high-pressure sales call No push to buy. If it's not a fit, we'll say that.

How Conecta typically helps (when it makes sense)

Conecta focuses on process and systems for the core workflow: client communication and follow-ups, intake and document collection, visibility into what's stuck and what's next, and a smoother bilingual client experience. We're not generic software—we're about fixing the actual bottlenecks in your office.

Good fit if:

You're juggling client communication across multiple channels (email, text, calls) and things slip through
Document collection feels chaotic and you're not sure who's waiting on what
You want better visibility into client status without digging through spreadsheets or notes
You serve bilingual clients and want a smoother experience for them
You're ready to tighten up your process, not just add another tool

Probably not a fit if:

You're looking for generic CRM software or a one-size-fits-all solution
You need complex accounting features or advanced reporting dashboards
Your workflow is already running smoothly and you're not feeling the pain points we address

After we talk, I'll give you a straightforward recommendation: either a small system to fix the immediate bottlenecks, a full platform approach if you need broader changes, or I'll tell you if it's not the right time or fit. This isn't a sales pitch—if it's not a match, I'll be honest about that.

You'll leave the call with clarity on what's actually broken in your workflow and what to tackle first, whether that's with Conecta or something else.

Logistics / rescheduling

Join using the Zoom link in your calendar invite
If something comes up, reschedule using the same link you booked with
Can't find it? Email ayuda@holaconecta.com